Marking a quote as the primary quote from the opportunity details screen

An opportunity can contain multiple quotes. In such a scenario, you can define one of the quotes within an opportunity as the primary quote. The primary quote is a quote that is most likely to be accepted by the customer and get converted to an order. You can, however, mark only one quote as the primary quote for an opportunity. The details of the primary quote is used for analysis and reporting, such as revenue forecasting.

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Opportunities.
3. The Opportunities home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
4. Click Search. The search results display opportunities matching the search criteria.
   • If only one opportunity matches the search criteria, the Opportunity Details screen is displayed.
   • If multiple opportunities match the search criteria, the list of opportunities is displayed in the search results. Click the corresponding Opportunity Name hyperlink. The Opportunity Details screen is displayed.
5. The Opportunity Details screen is displayed with the list of Quotes. From the list of quotes, you can mark any one of the quotes as the primary quote. By default, the quote that was created first for the opportunity is marked as the Primary Quote.
   In the Quotes panel, click and select Mark as primary option for the quote that you want to copy.
6. Click Save.

   The Opportunity Details screen is refreshed to display the selected quote as the primary quote.

   Note: Once a quote is marked as the primary quote, you cannot change it to a non-primary quote. To change a primary quote to a non-primary quote, you must mark another quote as the primary quote.